Published at: 2026-10-12

Configure Field Global Settings and Devices

Configure advanced field capabilities after basic setup is complete.

Before You Start

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  • You are a field application administrator.
  • Actions, types, and rules are configured.
  • Settings take effect according to each capability.

Steps

  1. In Field Global Settings, open the required setting. Field global settings
  2. Configure app customization and new-customer review in General Settings.
  3. Configure scenes, routes, and distribution in Field Scenes.
  4. Customize summary fields in the Field Calendar.
  5. Enable nearby customer recommendations in Customer Recommendations.
  6. Enable distribution standard management in Distribution Standards.
  7. Configure reporting and calculation keys in Data Reporting.
  8. Add templates in Photo Watermark Templates.
  9. Enable check-in device management in Check-in Device Management.
  10. Configure the Employee Performance Statistics page.

Expected Result

The selected global settings are available to authorized users. These Basic Settings include Equipment Management and the selected Field Scene.
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